Atria Wealth Solutions provides wealth management services, offering practice management tools, technology solutions, and support for financial professionals.

Atria Wealth Solutions

Atria Wealth Solutions, Inc. (Atria) is a wealth management solutions holding company focused on delivering a clear path to the future of financial advice for financial professionals, financial institutions and their clients. Headquartered in New York City, Atria’s broker-dealer subsidiaries empower financial institutions and independent financial professionals with a sophisticated set of tools, services, and capabilities that deepen client relationships and maximize efficiencies in their practices.

Atria’s broker-dealer subsidiaries include CUSO Financial Services, L.P., Sorrento Pacific Financial, LLC, Cadaret Grant & Co., Inc., NEXT Financial Group, Inc., Western International Securities, Inc., and SCF Securities, Inc. Atria’s subsidiaries together support nearly 2,500 financial professionals and more than 200 financial institutions with over $100 billion of assets under administration.

“What drives the economy forward isn’t the President, it’s the entrepreneur.”

“It’s important to have a financial advisor because it’s so easy to allow our own politics to influence our investing.”

Franklin Templeton’s Stephen Dover, First Trust's Strider Elass, Aristotle Pacific Capital's Dominic Nolan, CFA, and T. Rowe Price's James Norungolo, CFA, joined Atria Wealth Solutions' John Picone for a timely Economic Panel on the #ENGAGE2024 mainstage today to discuss the recent market volatility and their economic outlook.

#wealthmanagement #economy

We’re painting the streets of downtown San Diego with the colors of CFS/SPF and LPL Financial at #ENGAGE2024!


#wealthmanagement Sorrento Pacific Financial

"Financial literacy is the key to financial planning longevity"

“About 90% of financial professionals are underutilizing LinkedIn”

“At the end of the day, our clients need to trust us”

These are just a few of the insightful remarks from our Practice Management Panel today on the #ENGAGE2024 mainstage. Thank you Franklin Templeton's  Barry Kruse, Sammons Financial Group Companies's Kylie Murray, AssetMark's Tricia Brady (Mahoney) and Delaware Life Insurance Company, A Group 1001 Company's Anders Smith for bringing your wise words to #ENGAGE2024!

#wealthmanagement Atria Wealth Solutions

We had a wild start to our annual conference for our Financial Institutions Channel! #ENGAGE2024 CUSO Financial Services Sorrento Pacific Financial #wealthmanagement

Another great day at #ENGAGE2024 for our Financial Institutions Channel!

CUSO Financial Services Sorrento Pacific Financial #wealthmanagement

And that concludes #ENGAGE2024 for our Financial Institutions Channel. We’re so proud of all the connections made and the insights shared. Here’s to building on this momentum and turning insights into action!


CUSO Financial Services Sorrento Pacific Financial#wealthmanagement

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Atria Wealth Solutions

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